Merit Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Merit Financial Group’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.7M	Buy	233,092 +54,386	+30%	+$2.73M	0.07%	231
2026 Q1	$8.93M	Buy	178,706 +116,312	+186%	+$5.78M	0.07%	248
2025 Q4	$3.09M	Buy	62,394 +2,000	+3%	+$100K	0.02%	494
2025 Q3	$3.06M	Sell	60,394 -2,624	-4%	-$132K	0.03%	439
2025 Q2	$3.17M	Buy	63,018 +23,513	+60%	+$1.17M	0.04%	385
2025 Q1	$1.97M	Buy	39,505 +35,168	+811%	+$1.73M	0.03%	421
2024 Q4	$210K	Buy	+4,337	New	+$212K	﹤0.01%	1079
2024 Q3	–	Sell	-4,988	Closed	-$242K	–	967
2024 Q2	$242K	Sell	4,988 -1,563	-24%	-$75.2K	0.01%	794
2024 Q1	$315K	Buy	+6,551	New	+$312K	0.01%	692
2019 Q2	–	Sell	-4,496	Closed	-$346K	–	125
2019 Q1	$346K	Buy	+4,496	New	+$217K	0.04%	94

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Merit Financial Group's VTIP Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 30% in Q2 2026, buying an estimated $2.73M and bringing the position to 233,092 shares worth $11.7M. The position accounts for 0.07% of the portfolio, ranked #231.

Merit Financial Group first reported a position in VTIP in Q1 2019 and has held it in 10 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Merit Financial Group held 233,092 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $11.7M as of Q2 2026.
Merit Financial Group bought 54,386 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2.73M.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #231 holding.
Merit Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2019 and has held it in 10 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.